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Keudell/Morrison Wealth Management’s IBM IBM Stock Holding History

Keudell/Morrison Wealth Management’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-200
Closed -$27K – 186
2021
Q4 		$27K Buy
+200
New +$25.1K 0.01% 188

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Keudell/Morrison Wealth Management's IBM Position: Q2 2026 in Review

Keudell/Morrison Wealth Management increased its IBM (IBM) stake by 12% in Q2 2026, buying an estimated $133K and bringing the position to 5,088 shares worth $1.43M. The position accounts for 0.27% of the portfolio, ranked #58.

Keudell/Morrison Wealth Management first reported a position in IBM in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.46M in Q2 2025. 682 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Keudell/Morrison Wealth Management held 5,088 shares of IBM worth $1.43M as of Q2 2026.
  • Keudell/Morrison Wealth Management bought 526 IBM shares in Q2 2026, an estimated $133K.
  • IBM made up 0.27% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #58 holding.
  • Keudell/Morrison Wealth Management first reported a position in IBM in Q1 2019 and has held it in 29 quarters since.
  • Keudell/Morrison Wealth Management's IBM position peaked at $1.46M in Q2 2025.
  • 682 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.